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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-27
  • IL RA
    APPROVED
    Since 2026-02-27

Branch Locations

727 North Bank Lane, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wintrust Bank Lake Forest IL 09/2025 Present
Deloitte Consulting Los Angeles CA 09/2022 09/2025
Unemployed Lake Forest IL 06/2022 08/2022
Kilroy's Bloomington IN 02/2021 08/2021
Walgreens Co. Deerfield IL 06/2021 08/2021
Wintrust Financial Corporation Rosemont IL 05/2019 08/2019
Indiana University Bloomington IN 08/2018 05/2022
Oscar Lee's Barbecue Libertyville IL 05/2018 08/2018
Carmel Catholic High School Mundelein IL 08/2014 05/2018
Lpl Financial Llc Lake Forest IL 09/2025 Present
  • 09/2025 → Present
    Wintrust Bank
    Lake Forest, IL
  • 09/2022 → 09/2025
    Deloitte Consulting
    Los Angeles, CA
  • 06/2022 → 08/2022
    Unemployed
    Lake Forest, IL
  • 02/2021 → 08/2021
    Kilroy's
    Bloomington, IN
  • 06/2021 → 08/2021
    Walgreens Co.
    Deerfield, IL
  • 05/2019 → 08/2019
    Wintrust Financial Corporation
    Rosemont, IL
  • 08/2018 → 05/2022
    Indiana University
    Bloomington, IN
  • 05/2018 → 08/2018
    Oscar Lee's Barbecue
    Libertyville, IL
  • 08/2014 → 05/2018
    Carmel Catholic High School
    Mundelein, IL
  • 09/2025 → Present
    Lake Forest, IL
Other Businesses

1. 11/2025 - Wintrust investments - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - LAKE FOREST,IL,60045 - OBA Start Date: 11/19/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26

View on SEC IAPD

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